Institutional Ownership Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU). We have compiled data on the 2,501 institutions that hold shares in the stock, with a total of 237 Million shares, which have been reported (via 13F filing form) to have a value of $157 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
599
shares
|
$396,945
0.04% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
598
shares
|
$396,282
0.11% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
598
shares
|
$396,282
0.04% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
595
shares
|
$394,294
0.09% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
594
shares
|
$393,631
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Wealth Management
|
Jul 30, 2025 Q2 2025 |
592
shares
|
$392,306
0.23% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
592
shares
|
$392,306
0.15% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
589
shares
|
$390,318
0.15% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
587
shares
|
$388,993
0.03% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
586
shares
|
$388,330
0.22% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
585
shares
|
$387,667
0.05% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
584
shares
|
$387,005
0.03% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
583
shares
|
$386,342
0.01% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
583
shares
|
$386,342
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
583
shares
|
$386,342
0.3% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
581
shares
|
$385,017
0.1% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
580
shares
|
$384,354
0.07% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
579
shares
|
$383,691
0.01% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
579
shares
|
$383,691
0.02% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
577
shares
|
$382,366
0.07% of portfolio
|
Q1 2025
Added 24.35%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
576
shares
|
$381,703
0.01% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
575
shares
|
$381,041
0.1% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
574
shares
|
$380,378
0.31% of portfolio
|
Q2 2025
Added 42.43%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
574
shares
|
$380,378
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
573
shares
|
$379,715
0.15% of portfolio
|
Q2 2025
Added 4.75%
|